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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,563 | $102,422-56.5% | $147,117-69.7% | $80,959-45.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 2.73% | 135.16%-132.4pp | 420.54%-417.8pp | 35.67%-32.9pp |
| Employer contribution / active EE | $26,947 | $3,717+624.9% | $4,932+446.3% | $2,757+877.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |